Banking API — Wealth Management
Complete Portfolio Aggregation API for Wealth Platforms
Aggregate investments, bank accounts, and assets into one unified portfolio view. Provide clients with complete wealth visibility across all institutions.
Wealthy clients have assets spread across multiple institutions. Fiskil aggregates bank accounts, investments, and financial assets to provide a complete portfolio view for better wealth management.
The Challenge
Clients have assets across multiple banks, brokers, and super funds, making it impossible to see their total financial picture.
The Solution
Connect to banks, brokers, and super funds to aggregate all financial assets in one comprehensive portfolio view.
Capabilities
How Fiskil Helps
Multi-Institution Connectivity
Connect bank accounts, investment accounts, superannuation, and other assets from 200+ banks, lenders and energy providers across Australia and New Zealand.
Complete Portfolio View
Aggregate all assets into unified portfolio with real-time valuations.
Asset Classification
Automatically classify assets by type (cash, equities, fixed income, property, etc.).
Performance Tracking
Track total portfolio performance across all holdings and institutions.
Implementation
How It Works
Connect Client Accounts
Client authorizes access to bank accounts, investment accounts, and superannuation through CDR.
Aggregate Holdings
API retrieves account balances, investment holdings, and transaction history from all sources.
Classify and Value
Assets are automatically classified and valued at current market prices.
Generate Portfolio View
Present unified portfolio dashboard showing total wealth, allocation, and performance.
In Practice
How Teams Use This
Wealth Management Platform
A digital wealth platform aggregates client assets for holistic financial planning.
Advisors provide better advice with complete asset visibility, increasing AUM by 35%.
High Net Worth Dashboard
A family office dashboard aggregates wealth across 15+ accounts and institutions.
Family saves $50k annually in accounting fees with automated wealth reporting.
Robo-Advisor Platform
A robo-advisor aggregates external holdings to optimise total portfolio allocation.
Improved portfolio optimisation increased client returns by 0.8% annually.
Technical Details
What You Integrate With
API endpoints
GET /accountsGET /investments/holdingsGET /portfolio/aggregatedGET /portfolio/performance
Data returned
Account balances
Investment holdings
Asset valuations
Asset classifications
Performance metrics
Income and distributions
Authorisation
OAuth 2.0 / CDR consent
Real-time data access.
Ready to get started?
Get your API keys today and start building with Fiskil's Banking API.
FAQs
Related Use Cases
Fintech
Account Aggregation
Enable users to connect and view all their bank accounts in one place. Fiskil's account aggregation API provides real-time access to accounts, balances, and transactions from 200+ banks, lenders and energy providers across Australia and New Zealand.
Wealth Management
Investment Tracking
Track investment performance across all holdings and institutions. Monitor returns, analyze asset allocation, and optimise portfolio performance automatically.
Wealth Management
Net Worth Calculation
Calculate and track net worth automatically from aggregated financial accounts. Monitor wealth growth over time with automated asset and liability tracking.
Get started today
Talk to us about what you're building and we'll show you how we can help.
